Simon Perna
Investment adviser representative at Cascade Financial Partners, LLC
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm in business
Are you Simon Perna? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Cascade Financial Partners, LLCSep 2025 to now
- CorientJan 2025 to Aug 2025
- Pure Financial Advisors, LLCAug 2022 to Dec 2024
- UnemployedMar 2022 to Jul 2022
- Axiom AdvisoryAug 2021 to Mar 2022
- Driven Wealth ManagementAug 2020 to Aug 2021
- Nu-trek, Inc.Jan 2020 to Aug 2020
- Tim Austgen, CpaMay 2019 to Jan 2020
- San Diego State UniversityAug 2018 to May 2019
- Mt. Hebron High SchoolAug 2014 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cascade Financial Partners, LLC
$1.4BAssets managed
283Clients
7Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8267164
- Firm CRD
- 326620